Client Onboarding & Offboarding Toolkit

🧭 Create Smooth Client Transitions

First and last impressions define your client relationships. This toolkit gives you checklists, forms, and automation templates for onboarding and offboarding clients in a polished and professional way.

📋 What’s Included: welcome packet templates, intake forms, goodbye surveys, automation workflows
🎯 Why It Matters: Sets clear expectations, increases referrals, and minimizes miscommunication
📦 What You Receive: Editable documents + plug-in workflows